I asked Nokia’s Brian Pickering about Doug Dawson’s timely Pots and Pans 5G blog post today. Brian shared this response with me and Blandin on Broadband blog readers. You can see Brian’s presentation to our Blandin Broadband Leadership Roundtable here:
This has been a heavy debated topics with the big operators, cable industry and others. The discussion has always centered around the business case for 5G – number of house covered, uptake of customers per cell site, etc vs trenching fiber to the house or through a subdivision.
mmWave and cmWave is the best for this solution. mmWave having large bandwidth, but small coverage AND requires an external antenna to receive the signal as the signal will not penetrate the exterior walls. There is a high power CPE coming to the market in the 2H 2020, which may eliminate the outdoor antenna. cmWave is great for the coverage, but the speed may be comparable to cable guys, and outdoor antenna is not required.
I have heard from a cable company, they believe 5G to the home is a case by case for deployment – a tool in the tool box. Will use 5G where it makes the most economical sense. With that said, the big cable operators do not have a large amount spectrum yet. Windstream small regional operator has 28Ghz spectrum.
Verizon as you know have pushed 5G to the home and had small success with it. They have launched it in 6 markets, but its very limited in its geographic area. Tmobile stated over a year ago they will go after the cable industry using their 2.5Ghz spectrum, using the same business model and process they do for wireless. The cable guys continue monitor and test 5G to better understand what the telecom guys are doing.
Prior to the pandemic, cellular systems were lightly loaded in residential areas during the day as everyone went to work, traffic picked up in the evening, but overall still not heavily loaded. Verizon looks at 5G to the home as a benefit to the network, as it helps use a lightly loaded network in the evenings or at night.
5G to the home is probably more appealing to the 20 &30 year olds – where they can take it anywhere at any time. Example, my eldest has a 6 month co-op internship, he was not able to get cable at his apartment because the cable company wanted a 1 year contract. So, he is connecting his computer to his cell phone so he can watch Netflix, youtube, etc.
Hope that helps. If you have any questions, please let me know.